Migrate from Zoho FSM to Nutshell

Zoho FSM Contacts map directly to Nutshell People. Email, phone, address, and name fields transfer as-is. The contact's primary Company link in Zoho FSM becomes a Company association in Nutshell. Owner resolution happens via email match against Nutshell users. Custom fields and the original creation timestamp are preserved on the Nutshell Person record for complete audit trails.

Zoho FSM Companies map 1:1 to Nutshell Companies — name, domain, address, industry, and employee count fields transfer directly. Parent-company hierarchies in Zoho FSM surface as a custom field or linked Company record in Nutshell since Nutshell does not have a native parent-company relationship model.

Zoho FSM Work Orders translate into Nutshell Deals. The work order name becomes the deal name, total amount maps to deal value, and the work order status (Open, Dispatched, Completed, Cancelled) maps to a custom deal stage pick-list. We preserve the work order number as a custom field for traceability back to the source system.

Each Zoho FSM Work Order line item (service tasks, parts used) generates one or more Nutshell Tasks representing the individual service actions. Tasks link back to the parent Deal created from the work order. This preserves granular service history without inflating deal records.

Zoho FSM Service Appointments merge into Nutshell Activities. Appointment date, time slot, assigned technician, and location (address) populate the activity. Multi-day appointments from Zoho FSM Professional tier split into separate Nutshell Activities per day with a custom field linking them.

Zoho FSM Assets have no native Nutshell equivalent. We link Assets to their associated Nutshell Company record and create a custom field set (Asset_Name__c, Serial_Number__c, Installed_Date__c, Warranty_Expiry__c) on the Company. For multi-equipment clients, we create a dedicated Assets custom field group on the Person record as well.

Zoho FSM Service Requests that are not yet converted to Work Orders map to Nutshell Leads. The request description becomes the lead notes, contact link transfers, and priority maps to a custom lead priority field. Status (New, Acknowledged, Scheduled) becomes a lead status custom pick-list.

Zoho FSM Estimates migrate as Nutshell Deals with the estimate total as the deal amount. Line items from the estimate become deal product entries or notes attachments. The estimate validity dates transfer as custom date fields. If the estimate was converted to a Work Order, the Deal links to the parent Deal created from that work order.

Zoho FSM's Services and Parts catalog — used in work order line items — requires a custom Products setup in Nutshell. We create Nutshell product entries for each unique service/part and map part quantities and unit prices from work orders to deal line items. Services with labor rates become time-based product entries.

Zoho FSM technician time-off records have no Nutshell CRM equivalent. We do not migrate this data. If time-off tracking is required in Nutshell, it would need to be managed via a separate scheduling tool or manual process after migration. We log all skipped time-off records in the migration manifest so you can manually recreate them in a scheduling tool if needed.

Zoho FSM custom modules (created via Zoho Creator or FSM's own module builder) require custom field groups in Nutshell. We create a custom fields section on the relevant Nutshell object (Person, Company, or Deal) and map each custom field with type-aware conversion — pick-lists, dates, and checkboxes transfer directly; complex nested fields flatten to text.

Zoho FSM file attachments on work orders, estimates, and assets re-upload to Nutshell as attachments on the corresponding Deal or Company record. File size limits apply — Nutshell handles standard document sizes; very large files may require chunking or alternative storage references.

Zoho FSM's 180-day activity timeline — tracking all changes to work orders, appointments, and field updates — consolidates into Nutshell Activity records with timestamps, owners, and descriptive notes. The timeline's chronological view is approximated in Nutshell via the activity feed on each record.